So glad this show is back! I guess the cig confirms that Saul's guy lifted it off of Jesse, so that answers that.
The bank routing info could screw Walt, but do you also think the magnet will come into play? There can't be more than a few places where that magnet could have come from. And unless the scrapyard guy is getting paid a lot to keep quiet, Walt could be in big trouble if the cops get to him. That guy is pretty badass though, so I don't think he'd squeal.
Sorry for the huge picture, but I just did a search on Larry Hankin who plays "Old Joe," and I must not remember this but apparently he's been confronted by Hank before and stood his ground:

Fun Fact: This guy also plays Crazy Carl in Billy Madison.
I also think it's cool how Mike went from a minor character (planting bugs on Walt's house for Gus) to being part of the "trifecta" running the show. Kind of like Game of Thrones, you never know who's going to step up.